04/13/2023
Cognizant Named a Leader in Capital Markets Operations By Analyst Firm Everest Group
New Report Highlights Cognizant's Strengths in Automation, Analytics, and Consulting to Support Financial Services Clients
Alternative Investments
04/13/2023
Nasdaq Enhances Risk Platform to Help Banking and Broker-Dealer Community Manage Real-Time Risk
Number of customers using the Nasdaq Risk Platform increased by over 50% in the last 12 months, reflecting substantial increase in demand for real-time risk capability
04/12/2023
Transforming of investment management firms during challenging times
Successful transformations are accomplished through disciplined execution of strategy and skillfully sequenced tactics.
04/12/2023
Bank of America clients withdraw $2.3B from US securities
Amid concerns over commercial real estate, the bank recorded the biggest real estate outflows since mid-2021.
04/06/2023
Cash Is 'In Jeopardy': World's Largest Hedge Fund Founder Ray Dalio Says but Sees an Unexpected Solution
Between strong inflation and the massive debt burden, the founder of the world's largest hedge fund is sounding the alarm.
04/06/2023
KRF Capital structuring the alternative asset ecosystem for family offices and asset managers across the globe
KRF Capital is a private equity firm grounded in creating value & sustainability by working closely with management teams and founders across asset classes.
04/06/2023
Gen Z is blowing past other generations when it comes to 401(k)s and retirement savings
Gen Z is facing its fair share of financial issues, but it’s also putting past generations to shame when it comes to getting a jump on retirement savings.
04/05/2023
Virtual Externship Offers Pathways for the Next Generation of Financial Planners
Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.
04/04/2023
US overtakes UK as most attractive market for UK retail investors
Charles Schwab UK research
04/04/2023
Canada Life buying Investment Planning Counsel business from IGM Financial
It estimates that transaction and integration costs of $25 million pre-tax are expected over 12 to 18 months after the deal closes.
04/04/2023
Canada Life acquires Investment Planning Counsel
Acquisition aligns with Canada Life's vision to establish a leadership position in the Canadian independent advisor wealth market
04/04/2023
LPL Adds Ohio OSJ with $850M in Client Assets
Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.
04/04/2023
Mercer Advisors Acquires Andesa Financial Management, Inc.
Expanding Mercer Advisors' Northeast Presence
04/03/2023
SeaCrest Wealth Management LLC focuses on unique needs of clients
He works with each client, in coordination with their tax and legal advisers, to employ disciplined investment, tax, and estate planning strategies, consistent with their specific goals and future needs.
04/03/2023
Asset Management Industry Transforms to Align with Changing Financial Advisor Needs
Asset Management Industry Transforms to Align with Changing Financial Advisor Needs
04/03/2023
Baskin Financial Services Acquires Stake in Canadian Imperial Bank of Commerce
Canadian Imperial Bank of Commerce is known for providing outstanding banking and wealth management services to a wide range of clients and investors from different segments across various nations worldwide.
04/03/2023
Focus welcomes Westcourt Capital as new partner firm
Deal deepens U.S.-based independent wealth partnership’s footprint in Canadian ultra-high-net-worth market
04/03/2023
Schear Investment Advisers LLC acquires stake in Bank of America, despite mixed industry ratings
This move has further solidified the company’s status within the financial sector and it may be seen as indicative of future growth and investment opportunities.
04/03/2023
Fifth Star Funds: A Data-Backed Solution to the Racial Wealth Gap
While others are approaching the funding racial gap seen by Black startup founders, Fifth Star is taking a unique approach, focusing on not only the funding gap but offering a data-backed solution to shrinking the racial wealth gap as a whole.
03/31/2023
Cetera Announces Strategic Relationships with Two Financial Institution Investment Services
Mechanics Investment Services and UNCLE Wealth Management partnering with Cetera Investment Services